Brookwood Investment Group Partners with Amplify to Launch Brookwood Intelligence Platform™8/28/2026
Amplify Technology, LLC ("Amplify"), the AI-native RIA growth platform built on data lake architecture, announced that Brookwood Investment Group ("Brookwood"), a Phoenix-based registered investment advisor, has partnered with Amplify to create the Brookwood Intelligence Platform,™ a unified technology foundation that brings data, investment intelligence, portfolio management, trading, account servicing, and advisor workflows together across the firm. Brookwood had long envisioned a more connected technology environment, but as the firm grew, the limitations of its fragmented infrastructure became increasingly apparent. Advisors and staff were working across disconnected systems and piecing together information from multiple places, taking time away from serving clients and higher-value work. Amplify offered the connected infrastructure Brookwood needed to bring its data and workflows together, and provided a foundation for continued innovation as the firm scales. Originally posted on Business Wire on August 28, 2026. Read the full article here. Brookwood Investment Group, a nationally recognized, independent RIA firm committed to redefining the advisor independence through an advisor-centric, fiduciary-first platform, is building a platform that combines institutional scale with something increasingly valuable in an age of accelerating technology: the human professional. As technology becomes more powerful, the professionals using it will matter more. The firm is expanding its leadership and institutional capabilities as it advances a Professional Advisor Partnership model. As part of that next stage, Brookwood announced the expansion of its executive leadership team: Claire Alexander as President; Michael Jones as Chief Growth Officer; Jasmine Yu as Chief Operating Officer; and Jeffrey Williams as Chief Financial Officer and Head of Institutional Operations. Originally posted on Business Wire on August 19, 2026. Read the full article here. The Arch's Anvil, an operational consulting firm for independent registered investment advisors (RIAs), announced the addition of Tamara Stelting as Executive Consultant and an expansion of its consulting platform. The firm will detail both during a live webinar, "Growing Your Firm Beyond You," on Thursday, August 6. The expansion follows a recent organizational diagnostic conducted by The Arch's Anvil, which found a consistent pattern among participating firms: leadership teams had a clear vision for where the business was headed, while many employees struggled to explain how their day-to-day work contributed to that vision. Originally posted on Business Wire on July 22, 2026. Read the full article here. Operations Strategist Claire Alexander Announces Masterclass for Financial Advisors Scaling to $1B+1/6/2026
Claire J. Alexander, the respected operations strategist and trusted advisor behind some of the financial services industry’s most aggressive AUM expansion arcs — including assisting advisors in scaling firms from $100M to $3.5B in just three years — has announced The Billion Dollar Firm Trifecta Masterclass. This exclusive intensive is designed for financial advisory leaders navigating the complexity that comes with accelerated firm expansion. The Billion Dollar Firm Trifecta Masterclass is set for January 20, 2026. The 180-minute virtual masterclass is designed as a senior-level conversation focused on the decisions, structures, and leadership shifts required to scale thoughtfully and sustainably. The session culminates in the final segment, where the Trifecta — Architecture, Authority, and Alignment — is fully integrated into a cohesive roadmap for durable, permanent growth. Originally posted on Business Wire on January 6, 2026. Read the full article here. A new era of business building begins with the official launch of The Arch’s Anvil, an operations and growth platform created by financial services industry veteran Claire Alexander (Alexander). Alexander aims to help service-based firms transform big visions into high-functioning businesses. Developed through years of in-the-trenches experience in financial services, insurance, and real estate, The Arch’s Anvil brings a streamlined, centralized, and personalized approach to structuring and strengthening client-service operations, making it a powerful new tool for financial advisors, entrepreneurs, attorneys, CPAs, and other small business owners serving individual clients in service-based professions. Alexander’s grounding principle for The Arch’s Anvil is this: Intentional business owners – and even accidental entrepreneurs – are the architects of their future. Originally published on Citybiz on August 12, 2025. Read full article here. |
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